Advocate CRM
Manage your contacts and advocates, see every action they've taken on a bill, and segment for outreach.
The Advocate CRM is where your supporters become a movement. It keeps your contacts, their consent, and everything they've done in one place.
Contacts & advocates
Store contacts with their district and SMS consent status. As people take action, they move through advocate stages — from lead, to member, to super-advocate — automatically, based on what they actually do.
The bill-linked timeline
Every action an advocate takes — an email, a call, a petition, a survey, attending an event — is recorded against the contact, the legislator, and the bill. So you can open a bill and see exactly who acted on it, or open a contact and see their full history.
Segments
Build segments from your contacts and preview who matches before you act, so your outreach goes to exactly the right people.
Importing & syncing
Bring your list in by CSV import, and connect Salesforce to keep contacts in sync. See Integrations.
The Advocate CRM rides on our advocacy offering, which is a custom quote — your contact capacity is sized to your plan. Book a strategy call to scope it.